JPMorgan Chase & Co Portfolio holdings
JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.
Top Buys
| 1 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3351
Asure Software
ASUR
$215M
| $855K | ﹤0.01% |
58,932
+58,126
| +7,212% | +$843K |
|
3352
United States Brent Oil Fund
BNO
$107M
| $853K | ﹤0.01% |
32,079
+21,365
| +199% | +$568K |
|
3353
SPDR S&P Transportation ETF
XTN
$144M
| $850K | ﹤0.01% |
11,729
+1,293
| +12% | +$93.7K |
|
3354
Exchange Listed Funds Trust ETC Cabana Target Beta ETF
TDSB
$64.8M
| $849K | ﹤0.01% |
+40,402
| New | +$849K |
|
3355
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.29B
| $845K | ﹤0.01% |
39,339
+15,504
| +65% | +$333K |
|
3356
Vishay Precision Group
VPG
$429M
| $845K | ﹤0.01% |
20,237
-1,029
| -5% | -$43K |
|
3357
ProShares Short QQQ
PSQ
$540M
| $840K | ﹤0.01% |
13,800
+5,701
| +70% | +$347K |
|
|
NKLA
3358
DELISTED
Nikola Corporation Common Stock
NKLA
| $840K | ﹤0.01% |
23,130
+4,007
| +21% | +$145K |
|
3359
First Trust Water ETF
FIW
$1.9B
| $836K | ﹤0.01% |
9,992
+1,173
| +13% | +$98.1K |
|
3360
VanEck Agribusiness ETF
MOO
$622M
| $835K | ﹤0.01% |
9,608
+619
| +7% | +$53.8K |
|
3361
Dr. Reddy's Laboratories
RDY
$12.4B
| $835K | ﹤0.01% |
73,345
-16,835
| -19% | -$192K |
|
3362
Roundhill Ball Metaverse ETF
METV
$331M
| $833K | ﹤0.01% |
88,744
+70,005
| +374% | +$657K |
|
3363
ESS Tech
GWH
$22.9M
| $832K | ﹤0.01% |
39,925
+18,320
| +85% | +$382K |
|
3364
Stagwell
STGW
$1.35B
| $830K | ﹤0.01% |
111,885
+21,930
| +24% | +$163K |
|
3365
United States Oil Fund
USO
$984M
| $828K | ﹤0.01% |
12,466
-13,329
| -52% | -$885K |
|
3366
Cytek Biosciences
CTKB
$499M
| $824K | ﹤0.01% |
89,689
+21,414
| +31% | +$197K |
|
3367
Zegna
ZGN
$2.38B
| $821K | ﹤0.01% |
60,170
+19,023
| +46% | +$260K |
|
3368
Bally's
BALY
$516M
| $819K | ﹤0.01% |
41,960
+8,626
| +26% | +$168K |
|
3369
Viant Technology
DSP
$152M
| $819K | ﹤0.01% |
188,190
+570
| +0.3% | +$2.48K |
|
3370
Lifestance Health
LFST
$2B
| $816K | ﹤0.01% |
109,813
+22,367
| +26% | +$166K |
|
|
ME
3371
DELISTED
23andMe Holding Co. Class A Common Stock
ME
| $812K | ﹤0.01% |
17,818
+3,464
| +24% | +$158K |
|
|
DCFC
3372
DELISTED
Tritium DCFC Limited Ordinary Shares
DCFC
| $812K | ﹤0.01% |
3,171
-130
| -4% | -$33.3K |
|
|
AUTL
3373
Autolus Therapeutics
AUTL
$338M
| $811K | ﹤0.01% |
441,025
-52,484
| -11% | -$96.5K |
|
3374
Brookfield Infrastructure Partners
BIP
$14.2B
| $810K | ﹤0.01% |
23,991
+16,037
| +202% | +$541K |
|
|
OSG
3375
DELISTED
Overseas Shipholding Group Inc.
OSG
| $806K | ﹤0.01% |
206,633
-60,093
| -23% | -$234K |
|